Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$37.6K Sell
2025
Q1
$30.5K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$2K Sell
2022
Q2
$15K Sell
2022
Q1
$386K Buy
2021
Q4
Hold